Data as of 5 Nov 2026

COMPANY RESEARCH

JPMorgan US Smaller Companies Investment Trust plc

JUSC.L · United Kingdom · Closed-End Funds · Asset Management

Insider Signal

Snapshot: 05 Nov 2026 · 180-day research window

Data quality pass

Insider Signal: 49.3 / 100
Reported buyers: 1
Net purchases: 25.1k EUR
Latest disclosure: 2026-10-27

What stands out

PENELOPE KYLE accounts for 100% of comparable reported purchase value; buyer breadth and value are different measures.

Price vs insider buying

JUSC.L · GBp

● Purchase　× Sale　◇ Public disclosure　▥ 15-day cluster ·

Circles and crosses mark trade dates; diamonds below the axis mark later public disclosures. The trade became public on its disclosure date. Prices are nearest-session closes, not insider execution prices. Marker sizes are not compared when values or currencies differ.

BULL VS BEAR

Two readings of this buying

The same filings, read two ways. Each line is a fact stored for this company with the number behind it, and appears only when that number crosses a fixed threshold. Neither side is a forecast and no winner is declared.

Since 2026-11-03: new on the bear side: small purchases, usual level for this company. All bull and bear lists, and what followed each line in the past →

Where the evidence comes from

Independent evidence does not object: the purchases themselves carry bull lines (bought in the last two weeks); share price and trading, short sellers, company actions were checked and none crosses a bear threshold. No data is held for: company results.

The insider purchases themselvesBullbought in the last two weeks Bearone buyer only, small purchases, usual level for this company2 checked, under the threshold · 3 missing
Share price and tradingBearthinly traded2 checked, under the threshold
Short sellers1 checked, under the threshold
Company results1 missing
Company actions1 checked, under the threshold

Bull case · the buying is informative

The latest purchase is 9 days old (2026-10-27). The buying is current, not left over from an earlier quarter.

Bear case · discount it

Only one insider bought. A single purchase can reflect that person's own finances rather than a view on the company.Record: after 4,900 earlier disclosures like this, the median 60-session excess return was −3.0%, within 1 percentage point of all comparable disclosures (−3.4%).
Insider purchases in the last 20 sessions equal 0.28% of the stock's traded value over those sessions: too small to register in the market.
Buying at this level is normal here: 4 insiders bought in the previous 180 days and 1 in this one.Record: after 2,827 earlier disclosures like this, the median 60-session excess return was −2.7%, within 1 percentage point of all comparable disclosures (−2.7%).
Share price and tradingAbout €444k of the stock changes hands on an average day, below this site's €500k screening line. A position is hard to enter or leave at the quoted price.

Evidence still missing

No buyer here has 5 or more completed earlier purchases on record, so there is no track record to weigh.
No earnings, margin or cash-flow figures are captured for this company. The latest annual and interim reports are where to check whether the business is improving or deteriorating.
European notifications have no field saying whether a purchase was pre-arranged; there is no counterpart to the US 10b5-1 box. The one purchase line does not mention a plan, but a bare “PURCHASE OF SHARES” does not rule one out.
The filings give the size of each trade, not what the buyer already held. Whether a purchase added 1% to a personal stake or doubled it is not known.

Checked and under the threshold: 6

Bear0 of 1 buyer filed as a person closely associated with a manager. Counted for the bear side from half.
BearNo insider sale is recorded in the same 180 days.
BearThe share price changed +1.3% over six months (three months −4.9%, one month +1.2%) and stands 7.8% below its 52-week high. Counted for the bear side from a fall of 20%.
BearOver three months the share price changed −4.9% and the median of 210 Closed-End Funds companies changed −1.1%: behind by 4 points. Counted for the bear side from 20 points behind.
BearThe register of FCA shows no published net short position in this company.
BullThe company announced 19 transactions in its own shares in the last 30 days (latest 2026-11-05); the 10 read are all purchases. For a closed-end fund a buyback is routine: it is how the board narrows the discount to net asset value. Not counted for the bull side.

Both columns arrange stored facts only. They do not change the insider score or the ranking and are not investment advice.

Who is trading?

Named filings in 180 days. Purchase values are summed only when complete and in one currency.

Role Activity

Insider

Transaction activity

Purchase value

Latest trade

Details

PENELOPE KYLEBoard member

1 buy · 0 sell

20.9k GBP

2026-10-27

View transactions · 1

Trade date	Disclosure	Type	Shares	Price	Currency	Reported value	Source
2026-10-27	2026-10-27	PURCHASE OF SHARES	5000	4.181392	GBP		Source ↗

INSIDER SIGNAL

Score breakdown：49.3 / 100

1 insiders · 1 purchase events · €25k net purchases

Europe #662 · United Kingdom #164

WHY THIS SIGNAL?

Score anatomy

Each bar is that part's points in the score; the five parts add up to the score.

Number of buyers+10.5 / 35

How many different insiders bought within 15 days

Amount bought+16.4 / 25

The value bought, net of any insider sales

Buyers' roles+7.0 / 20

Lower in the company scores higher: in the backtest, purchases by the most senior insiders did worse

How recent+5.4 / 10

How long ago the latest purchase took place

Buying against selling+10.0 / 10

Lower when insiders also sold

What is holding the score back?

⚠ Few buyers · fewer than 4 different insiders
⚠ Buyers' roles add little · most senior buyer: Board member; the most senior score lowest
⚠ The latest purchase was some time ago

Buyers' roles follow the European ranking's order of roles: the most senior insiders score lowest.

BUYING PROFILE

1 events · 1 insiders · 180d

Cluster 0%Repeat 0%Independent 100%Large 0%

Percentages are mutually exclusive and sum to 100%.

Buying concentration

100%

Largest buyer：PENELOPE KYLE · 21k GBP
Purchases counted, before sales：21k GBP

The amount at the top of the page is purchases minus sales; this one counts purchases only, in the filing currency, so the two can differ. The score counts how many people bought; this shows separately who bought the most.

This is a ranking under the current European screening rules—not a probability of gain, return forecast, or buy recommendation.

Key purchase quotes (filing currency)

Filer	Price per unit	Trade date
PENELOPE KYLE	4.181392 GBP	Oct 27, 2026

Model details

Cluster breakdown (does not change the score)

15-day buyer breadth (count): 1 distinct reported filers
Peak time window: 2026-10-27 to 2026-10-27
Current breadth input: 0.300 (capped at 4+ buyers)
Buyer independence: Not yet measured; related-party fields are not cross-market comparable

What the filings show

🟢 Latest purchase counted
PENELOPE KYLE · 21k GBP · Price 4.181392 GBP · Oct 27, 2026

Filing and data quality

These checks are auditable context; they do not change the rank or score.

Identity match: PASS · isin
Ticker / ISIN: Present
Filing source links: 5 / 5
Median disclosure lag: 0 days
Latest disclosure age: 9 days at snapshot
Corrections / revisions: 0
Score-factor detail: Saved

Insider timeline

One insider bought, once (27 Oct). The share closed at 419.00 that day and at 427.00 most recently (+1.9%).

Tap an item for what it means.

●A purchase: the bigger the dot, the more was bought

Each dot is one insider's purchases on one day. The dot's area follows the amount: the largest purchase here gets the largest dot. Hold the pointer over a dot to see the date and the amount.

Blue line: this share's price, +1.4% over these six months

The closing price of each day, from 421.00 on 2026-05-11 to 427.00 on 2026-11-04. The line has no scale; read it for high and low: a dot on a low stretch was bought cheaply, a dot on a high stretch was not.

Dashed line: the typical stock on the same exchange, +2.9%

Taken from the 807 other stocks on the same exchange that this site holds prices for. Each is measured from the first day of the window, and every day the middle one is drawn. It starts where the blue line starts, so the gap between the two is the difference: this share +1.4%, the typical one +2.9%, 1.5 points behind. It is not an index and not a comparison within one industry.

▂Grey bars: companies across Europe disclosing purchases each week

A taller bar is a week in which more companies disclosed insider purchases.

This company: insiders buying per month, last 12 months

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

1Oct

Nov

Darker bars are inside the 180-day window above.

Who traded

Insider	Role	Purchases	Sales	Bought	First purchase	Share price since	Earlier purchases
PENELOPE KYLE	Board member	1	—	20.9k GBP	2026-10-27	+1.9%	fewer than 5 completed

Insiders' buying price vs the latest close

Insiders paid 3.95 GBP a share on average (5 purchase lines, 5 buyers, 2025-11-26 – 2026-10-27). The close on 2026-11-04 was 8.1% above that price.

The latest purchase (2026-10-27) was at 4.18 GBP; the close was 2.1% above that price.

Prices paid are weighted by shares and taken from the filings; dividends are not counted. Not scored.

Buying size vs market trading

0.28% · of estimated traded value in the same period

2026-10-08 – 2026-11-04 · 20 recorded trading sessions

Disclosed qualifying purchases: 20,907 GBP
Estimated market traded value: 7,404,009 GBP

Market-data coverage: 512 verified sessions · Latest session: 2026-11-04 · Ratio status: Available

Recent and largest purchase events / preceding 60-session ADTV

Oct 27 · PENELOPE KYLE · DIRECTOR
20,907 GBP · 4.57%
457,143 GBP ADTV

Traded value is estimated as close × shares traded, in major currency units. Includes disclosed qualifying purchases; disclosures may lag. Contractual or planned acquisitions are not necessarily discretionary. Ratios describe relative trading size, not market participation or score contributions.

Sector context

Closed-End Funds

Buying breadth: 9.3% (20 / 215 issuers)
Sector rank: #4 / 12
7D breadth change: -0.9 pp · vs 2026-10-29 (7d)
30D breadth change: History building

This is sector-level research context. It does not affect the Insider Signal or ranking.

View Europe sector research →

Insider profile outcomes

Historical performance following insider filings. The company role is translated below each name while preserving the original title.

Excess return = stock return − FTSE 100 return over the same period.
Hit rate = completed events with positive excess return ÷ total completed events.
Price coverage = valid point-in-time prices ÷ events mature enough for that period.
Returns start on the first shared trading session on or after publication.
Small-sample rule: n<5 is shown for transparency and is not scored.

Events are disclosure-level observations; related disclosures published on the same date may share a return path and may not be statistically independent. This research enrichment does not affect the insider score or ranking.

CINDY RAMPERSAUDDIRECTOR1 completed 20D event(s)

Period	Completed events	Price coverage	Hit rate	Median excess return	Average excess return	Worst excess return
5D	1Small sample	100.0% (1/1)	0.0% (0/1)	-0.0%	-0.0%	-0.0%
20D	1Small sample	100.0% (1/1)	100.0% (1/1)	+0.7%	+0.7%	+0.7%
60D	1Small sample	100.0% (1/1)	0.0% (0/1)	-5.1%	-5.1%	-5.1%
120D	1Small sample	100.0% (1/1)	100.0% (1/1)	+0.2%	+0.2%	+0.2%

First purchase in 12M

1/1

Large purchase ≥ €100k

0/1

Cluster buying · 15D

1/1

Buying the dip · ≥20% below prior 52W high

1/1

Routine / opportunistic

Not classifiable

DOMINIC NEARYDIRECTOR1 completed 20D event(s)

Period	Completed events	Price coverage	Hit rate	Median excess return	Average excess return	Worst excess return
5D	1Small sample	100.0% (1/1)	0.0% (0/1)	-0.0%	-0.0%	-0.0%
20D	1Small sample	100.0% (1/1)	100.0% (1/1)	+0.7%	+0.7%	+0.7%
60D	1Small sample	100.0% (1/1)	0.0% (0/1)	-5.1%	-5.1%	-5.1%
120D	1Small sample	100.0% (1/1)	100.0% (1/1)	+0.2%	+0.2%	+0.2%

First purchase in 12M

1/1

Large purchase ≥ €100k

0/1

Cluster buying · 15D

1/1

Buying the dip · ≥20% below prior 52W high

1/1

Routine / opportunistic

Not classifiable

MANDY DONALDDIRECTOR1 completed 20D event(s)

Period	Completed events	Price coverage	Hit rate	Median excess return	Average excess return	Worst excess return
5D	1Small sample	100.0% (1/1)	0.0% (0/1)	-0.0%	-0.0%	-0.0%
20D	1Small sample	100.0% (1/1)	100.0% (1/1)	+0.7%	+0.7%	+0.7%
60D	1Small sample	100.0% (1/1)	0.0% (0/1)	-5.1%	-5.1%	-5.1%
120D	1Small sample	100.0% (1/1)	100.0% (1/1)	+0.2%	+0.2%	+0.2%

First purchase in 12M

1/1

Large purchase ≥ €100k

0/1

Cluster buying · 15D

1/1

Buying the dip · ≥20% below prior 52W high

1/1

Routine / opportunistic

Not classifiable

Market context

PRICE PERFORMANCE

+1.2%

-4.9%

+1.3%

12M

+11.8%

VOLATILITY & LIQUIDITY

Volatility: 21.2%
Beta: —
Avg daily volume: £438,773.7
20-session drawdown: -2.1%
60-session drawdown: -10.2%
Latest volume / prior median: 3.2×

VALUATION

Market cap: £197.4M
Market cap (EUR ref.): €236.8M
P/E: 5.7×

FUNDAMENTALS

Revenue: —
Net income: —
Operating profit: —
Equity: —
Cash: —
Debt: —
Operating cash flow: —
Free cash flow: —
Profit margin: —
ROE: —
Industry: —

Prices to 04 Nov 2026: price cache (yfinance). From OpenBB/yfinance, captured 29 Oct 2026: Market cap, P/E. ECB EUR reference rate dated 2026-11-05; it is not a trade-date conversion. It does not affect the insider score or rank.

Dividends

Dividend yield: 0.8%at 419.00p
Last 12 months: 3.20pper share
Payout ratio: 4%of 12-month earnings
Latest ex-dividend: 2026-06-113.20p
Frequency: Annual
Dividend growth: +7.4%a year, 2022–2025
By year

By year

Year	Payments	Cash per share
2026 (so far)	1	3.20p
2025	1	3.10p
2024	1	3.00p
2023	1	2.50p
2022	1	2.50p

Yahoo Finance: cash dividends by ex-dividend date, the latest close, the payout ratio (dividends ÷ 12-month earnings per share) and announced dates; special dividends included, stock dividends and splits not. Not part of any score.

Disclosed net short positions

The FCA register, read 06 Nov 2026, publishes no aggregate net short position for this issuer.

Short-position disclosures are external context; they do not affect the insider score, ranking, or filing eligibility.

Insiders and institutions

Insiders, ranking window: €25.1k net bought · buyers: 1 · last 2026-10-27

Short sellers

Nothing at or above the publication threshold is on the FCA register (read 2026-11-06).

Source: FCA, read 2026-11-06. Where holders are named, only positions of 0.5% of issued capital or more are published, so these are lower bounds and a change is a change in what was published. Context only; not part of the score. All companies where insiders buy and short sellers hold positions →

Latest news

No news has been captured for this company.

Regulatory filings

Insider filing announcement · published 2026-10-27 · trade date 2026-10-27
Insider filing announcement · published 2025-11-26 · trade date 2025-11-26
Insider filing announcement · published 2025-11-26 · trade date 2025-11-26

Unfold all 5 filings

Insider filing announcement · published 2026-10-27 · trade date 2026-10-27
Insider filing announcement · published 2025-11-26 · trade date 2025-11-26
Insider filing announcement · published 2025-11-26 · trade date 2025-11-26
Insider filing announcement · published 2025-11-26 · trade date 2025-11-26
Insider filing announcement · published 2025-11-26 · trade date 2025-11-26

Filing evidence

These are underlying national-feed records from the 365-day window ending on the saved ranking snapshot. The score uses only the latest 180 days; older qualifying equity purchases remain visible for audit but do not enter the current score. The original filer, role, transaction classification, instrument, price, volume, value and source fields are retained. The first three rows are shown; remaining records can be unfolded for audit. Other transaction types are retained but excluded from the score.

Excluded transactions & classification

5 qualifying purchase disclosure(s) · 5 transaction line(s)

Trade Oct 27, 2026PURCHASE OF SHARES

PENELOPE KYLE · DIRECTOR

Published Oct 27, 2026 · ORDINARY SHARES OF 2.50P EACH GB00BJL5F346 · 5000 shares × 4.181392 GBP · —

Open filing

Trade Nov 26, 2025PURCHASE OF SHARES

CINDY RAMPERSAUD · DIRECTOR

Published Nov 26, 2025 · ORDINARY SHARES OF 2.50P EACH GB00BJL5F346 · 2690 shares × 3.77744 GBP · —

Open filing

Trade Nov 26, 2025PURCHASE OF SHARES

MANDY DONALD · DIRECTOR

Published Nov 26, 2025 · ORDINARY SHARES OF 2.50P EACH GB00BJL5F346 · 1250 shares × 3.773211 GBP · —

Open filing

Unfold all 2 remaining filing row(s)

Transaction date	Published	Filer	Role	Transaction	Instrument	Price (local currency)	Quote currency	Volume	Source
2025-11-26	2025-11-26	SHEFALY YOGENDRA	DIRECTOR	PURCHASE OF SHARES	ORDINARY SHARES OF 2.50P EACH GB00BJL5F346	3.773392 GBP	GBP	500	Open filing
2025-11-26	2025-11-26	DOMINIC NEARY	DIRECTOR	PURCHASE OF SHARES	ORDINARY SHARES OF 2.50P EACH GB00BJL5F346	3.773245 GBP	GBP	2250	Open filing

Showing 5 of 5 matching raw-feed row(s) from the current 365-day research window. Prices and reported values remain in the filing currency and its major unit (for example, UK pence are parsed as GBP). The screen-level € aggregate is separately FX-normalised for research ranking, not a trade-date conversion.

Other disclosed transactions · excluded from score

The underlying filing feed is unavailable in this snapshot; this is not a claim that no filings exist.

Follow new disclosures

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Model & Sources

Signal history

49.3 / 100

Latest recorded score

↓ -4.6 ptssince the first recorded snapshot on 2026-10-27; 9 calendar days observed

Recorded snapshots: 6
First snapshot: 2026-10-27

There is not yet a 30-calendar-day comparison; earlier scores are not reconstructed. These are raw signal scores saved when each full scoring run completed. They describe changes in research ranking, not price performance or returns.

Why did it change?

Less than 30 days of comparable history is available, so factor movement is not yet decomposed.

Signal score history

Fixed 0–100 scale; dates are spaced by calendar time.

Recent recorded points

Oct 27, 202653.9
Oct 28, 202653.2
Oct 29, 202652.6
Nov 4, 202649.7
Nov 5, 202649.3

View all recorded scores

Snapshot date	Signal score
2026-10-27	53.9
2026-10-28	53.2
2026-10-29	52.6
2026-11-03	50.5
2026-11-04	49.7
2026-11-05	49.3

Why this score? · Model details

Priority = 100 × Σ(fixed weight × 0–1 rule-based input)

Factor	Weight	This company input	Point contribution
15-day buyer breadth (count)	35%	0.300	10.5
Qualified-buy size	25%	0.657	16.4
Role informativeness (inverted)	20%	0.350	7.0
Recency	10%	0.536	5.4
Buy/sell conviction	10%	1.000	10.0

This is a heuristic ordering under the current rules, not a calibrated return forecast. It explains why candidates rank differently; the public-filing evidence and data limits are shown below.

Snapshot & identity

Snapshot date: 2026-11-05
Ticker: JUSC.L
ISIN: GB00BJL5F346
Sector: Closed-End Funds
Industry: Asset Management

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